|
1
|
|
$94.6M
|
+$670K
|
+30,350
|
+0.8%
|
|
|
2
|
Davis Selected Advisers
Tucson,
Arizona
|
$88.1M
|
+$12M
|
+545,100
|
+17%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14M
|
-$85K
|
-3,855
|
-0.6%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$321K
|
+14,564
|
+3%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
+$1.54M
|
+69,859
|
+18%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$4.46M
|
+$39.6K
|
+1,795
|
+0.9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.29M
|
+$516K
|
+23,395
|
+15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.63M
|
+$213K
|
+9,657
|
+9%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.42M
|
+$1.35M
|
+61,031
|
New
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
+$11K
|
+500
|
+1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$791K
|
+$749K
|
+33,969
|
New
|
|
|
12
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$729K
|
+$690K
|
+31,283
|
New
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$663K
|
+$72.3K
|
+3,279
|
+13%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$660K
|
+$78.4K
|
+3,556
|
+14%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$488K
|
+$618
|
+28
|
+0.1%
|
|
|
16
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$467K
|
+$171K
|
+7,750
|
+63%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$375K
|
+$7.13K
|
+323
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$329K
|
+$192K
|
+8,701
|
+160%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$307K
|
+$41.9K
|
+1,900
|
+17%
|
|
|
20
|
|
$252K
|
+$238K
|
+10,807
|
New
|
|
|
21
|
Diligent Investors
Redlands,
California
|
$240K
|
-$2.21K
|
-100
|
-1%
|
|
|
22
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
23
|
Valeo Financial Advisors
Carmel,
Indiana
|
$108K
|
–
|
–
|
–
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22K
|
+$20K
|
+908
|
New
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
